Posted:
6/27/2024, 5:00:00 PM
Location(s):
Pennsylvania, United States
Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior
Field(s):
Customer Success & Support
Workplace Type:
Remote
About Acrisure:
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.
Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.
Job Summary:
The position of Commercial Lines (CL) and Personal Lines Account Processing Manager will be responsible for overseeing and managing administrative Commercial Lines processes related to EPIC and servicing the commercial & personal book of business. This person will report to the Team leads for Personal and Commercial lines.
Responsibilities:
Process all endorsements
Review and process renewal policies as direct by AM
Complete audit requests
Maintain and update driver lists on all auto policies at renewal
Pull certificate holder reports and send to the insured prior to renewal
Process certificate renewals, and other easy certificates with no contracts or specs to be read
Review expiration lists (x list and my expiring policies) 120 days prior to expiration month and send to CL Account Managers
Review missed expirations report at the end of each month and forward to CL Account Managers to follow up and report back they have been renewed/updated accordingly in EPIC
Monitor procedures are being followed with authority
Review all incoming mail for remote employees and determine what needs to be scanned to them
Process claims mail
Enter claims information into Epic
Will follow all Agency policies, workflows, and procedures
Will document EPIC at the time of communication with client and/or carrier (email, phone, fax, etc. Will document EPIC as trained to
Work in a paperless work environment and hands free (headset) - “think, talk, type”
Maintain daily activities for all CL CSR.
Understand technical insurance and industry knowledge as well maintain knowledge on updated coverages, endorsements, forms, carrier appetites, etc.
Attend training sessions, courses, etc. to maintain up-to-date skills and licensing requirements
Duties are completed independently or within a team environment
Learn, understand, and maintain all systems, tools, and resources of the agency
Perform other duties as required
Complete and follow monthly Performance Objectives in Paylocity
Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.
Website: https://thecampbellgrp.com/
Headquarter Location: Caledonia, Michigan, United States
Employee Count: 501-1000
Year Founded: 1960
IPO Status: Private
Industries: Insurance ⋅ Risk Management